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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

915 hedge funds and large institutions have $9.79B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 410 increasing their positions, 261 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+71
Holders Change %
+8.41%
% of All Funds
12.18%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.71%
New
142
Increased
410
Reduced
261
Closed
54
Calls
$4.15M
Puts
$593K
Net Calls
+$3.56M
Net Calls Change
+$2.05M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$211M
2
FEG
Fund Evaluation Group
Ohio
+$114M
3
LPL Financial
LPL Financial
California
+$68.9M
4
IAA
Independent Advisor Alliance
North Carolina
+$63.7M
5
Morgan Stanley
Morgan Stanley
New York
+$50.5M

Top Sellers

1
CM
Cercano Management
Washington
-$49.5M
2
MIS
Morningstar Investment Services
Illinois
-$45.2M
3
MPM
MBB Public Markets
Illinois
-$25.6M
4
SMM
Stadion Money Management
Georgia
-$17.5M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
501
Indie Asset Partners
Indiana
$643K -$13.7K -305 -2%
BCFS
502
Butensky & Cohen Financial Security
Florida
$638K -$6.56K -146 -1%
DW30
503
Drucker Wealth 3.0
New Jersey
$636K +$110K +2,439 +21%
CI
504
CacheTech Inc
Utah
$634K +$25.8K +574 +4%
AWM
505
Adams Wealth Management
Utah
$634K +$25.8K +574 +4%
CRFG
506
Columbia River Financial Group
Washington
$632K +$632K +14,088 New
PP
507
Patron Partners
Texas
$632K -$1.89K -42 -0.3%
RFN
508
Redwood Financial Network
Ohio
$627K -$6.02K -134 -1%
AA
509
Advisory Alpha
Michigan
$623K -$82.4K -1,835 -12%
PA
510
Procyon Advisors
Connecticut
$620K -$20K -445 -3%
SFS
511
Security Financial Services
Indiana
$617K +$135 +3 +0%
PCA
512
Purkiss Capital Advisors
Connecticut
$614K +$614K +13,679 New
MAM
513
Milestone Asset Management
Pennsylvania
$614K +$209K +4,649 +52%
AWA
514
Arkadios Wealth Advisors
Georgia
$613K +$45 +1 +0%
SWM
515
Silverlake Wealth Management
Vermont
$612K +$612K +13,629 New
IPWA
516
International Private Wealth Advisors
California
$612K +$67.1K +1,494 +12%
BFA
517
Brown Financial Advisory
Alabama
$606K -$7.55K -168 -1%
CIS
518
Continental Investors Services
Washington
$601K -$14.4K -321 -2%
HH
519
Hilltop Holdings
Texas
$598K +$23.2K +516 +4%
GBT
520
Grove Bank & Trust
Florida
$593K – – –
CFB
521
Cullen/Frost Bankers
Texas
$590K +$16.4K +364 +3%
MWM
522
MGB Wealth Management
Texas
$585K +$5.53K +123 +1%
MFA
523
McClarren Financial Advisors
Pennsylvania
$583K +$142K +3,175 +32%
FWM
524
Fingerlakes Wealth Management
New York
$581K -$29.1K -648 -5%
TSS
525
Two Sigma Securities
New York
$579K +$579K +12,883 New
19 20
21
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